Geoffrey began his career in the financial services industry in 1994. Before joining Mercer Advisors in 2019, he worked at JPMorgan Chase, Lakeland Bank, and Prudential Advisors, providing holistic wealth management. Inspired by his mom, who worked hard and helped others but struggled financially, Geoffrey is driven to make a difference in his clients’ lives and help them achieve greater financial security.
Geoffrey graduated from the University of Delaware with a Bachelor of Science in finance and went on to receive his MBA from the same institution. He is also a CERTIFIED FINANCIAL PLANNER™ Professional and a member of the Financial Planning Association.
Geoffrey lives in Havertown, Pennsylvania, with his wife, son, and daughter. They enjoy the passionate support for local sports teams and the mix of modern and historical sites throughout the area. In his spare time, Geoffrey enjoys reading, physical fitness activities, and savoring good beer and food. He also supports the nonprofit organization Free Mom Hugs.
Radnor
100 West Matsonford Road Suite 4-200 Radnor, Pennsylvania 19087